Spirit of America Management Corp’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
5,900
+1,750
| +42% | +$57.4K | 0.04% | 247 |
|
|
2025
Q1 | $116K | Buy |
4,150
+2,000
| +93% | +$55.8K | 0.02% | 275 |
|
|
2024
Q4 | $59.5K | Buy |
2,150
+1,000
| +87% | +$27.7K | 0.01% | 289 |
|
|
2024
Q3 | $37.6K | Hold |
1,150
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $32.6K | Hold |
1,150
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $28.3K | Hold |
1,150
| – | – | 0.01% | 283 |
|
|
2023
Q4 | $33.1K | Hold |
1,150
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $27.5K | Hold |
1,150
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $36.2K | Buy |
1,150
+500
| +77% | +$15.8K | 0.01% | 229 |
|
|
2023
Q1 | $22.7K | Buy |
+650
| New | +$22.7K | 0.01% | 233 |
|
|
2022
Q1 | – | Sell |
-563
| Closed | -$21K | – | 235 |
|
|
2021
Q4 | $21K | Hold |
563
| – | – | ﹤0.01% | 239 |
|
|
2021
Q3 | $22K | Hold |
563
| – | – | ﹤0.01% | 238 |
|
|
2021
Q2 | $24K | Sell |
563
-11,568
| -95% | -$493K | 0.01% | 237 |
|
|
2021
Q1 | $567K | Sell |
12,131
-1,875
| -13% | -$87.6K | 0.13% | 140 |
|
|
2020
Q4 | $816K | Sell |
14,006
-1
| -0% | -$58 | 0.2% | 115 |
|
|
2020
Q3 | $547K | Buy |
+14,007
| New | +$547K | 0.15% | 127 |
|